(PPIE) Putnam Trust - Putnam - Performance 15% in 12m
Compare PPIE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.30%
#40 in Peer-Group
Rel. Strength
72.26%
#2208 in Stock-Universe
Total Return 12m
14.96%
#8 in Peer-Group
Total Return 5y
35.74%
#56 in Peer-Group
P/E -
(?) Percentile in Peer-Group
P/E Forward -
(?) Percentile in Peer-Group
PEG -
(?) Percentile in Peer-Group
FCF Yield -
(?) Percentile in Peer-Group
12m Total Return: PPIE (15%) vs VT (12.8%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Large Blend
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
9.95% | 8.16% | 104% | - | - | - | - | - |
| HEFA BATS iShares Currency Hedged |
9.96% | 8.39% | 103% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
9.85% | 19.8% | 118% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
9.59% | 10.7% | 89.6% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
8.44% | 9.29% | 84.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
8.66% | 8.67% | 90.7% | - | - | - | - | - |
| MFDX NYSE ARCA PIMCO RAFI Dynamic |
7.07% | 13.9% | 89.3% | - | - | - | - | - |
| AVDE NYSE ARCA Avantis International |
8.34% | 13.4% | 93.3% | - | - | - | - | - |
Performance Comparison: PPIE vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for PPIE
| Total Return (including Dividends) | PPIE | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 7.87% | 9.07% | 8.85% |
| 3 Months | 7.31% | -0.51% | -3.46% |
| 12 Months | 14.96% | 12.81% | 14.09% |
| 5 Years | 35.74% | 98.63% | 120.47% |
| Trend Score (consistency of price movement) | PPIE | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 95.3% | 93.1% | 92.5% |
| 3 Months | 53.3% | -46.2% | -60% |
| 12 Months | 53.7% | 56.4% | 48.5% |
| 5 Years | 91.4% | 72.5% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #18 | -1.10% | -0.90% |
| 3 Month | #14 | 7.87% | 11.17% |
| 12 Month | #13 | 1.91% | 0.76% |
| 5 Years | #23 | -3.43% | -11.21% |
FAQs
Does Putnam Trust - Putnam (PPIE) outperform the market?
Yes,
over the last 12 months PPIE made 14.96%, while its related Sector, the Vanguard Total World Stock (VT) made 12.81%.
Over the last 3 months PPIE made 7.31%, while VT made -0.51%.
Over the last 3 months PPIE made 7.31%, while VT made -0.51%.
Performance Comparison PPIE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PPIE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5% | -1% | 15.2% | 1% |
| US NASDAQ 100 | QQQ | -7.1% | -4.8% | 13.1% | -2% |
| German DAX 40 | DAX | -1.6% | -4.8% | -9.9% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.1% | 2.7% | 17.4% | 6% |
| Hongkong Hang Seng | HSI | -2.6% | -6.3% | 4% | 5% |
| India NIFTY 50 | INDA | -0.6% | 2% | 12% | 10% |
| Brasil Bovespa | EWZ | -6.5% | -5.4% | 6.4% | 19% |
PPIE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.6% | -1.2% | 10.5% | -9% |
| Consumer Discretionary | XLY | -9% | -5.3% | 15.1% | -7% |
| Consumer Staples | XLP | 1.7% | 10.1% | 14% | 9% |
| Energy | XLE | -6.5% | -0.5% | 21.9% | 20% |
| Financial | XLF | -3.9% | -0.5% | 10.7% | -10% |
| Health Care | XLV | 1.8% | 12.7% | 23.5% | 22% |
| Industrial | XLI | -5.9% | -3.4% | 14% | 0% |
| Materials | XLB | -2.9% | 2.2% | 20.3% | 19% |
| Real Estate | XLRE | 1.2% | 4.6% | 17.6% | 3% |
| Technology | XLK | -8.9% | -8.4% | 14.9% | 2% |
| Utilities | XLU | 1.1% | 5.4% | 10.9% | -0% |
| Aerospace & Defense | XAR | -4.3% | -3.8% | 6.8% | -15% |
| Biotech | XBI | -0.5% | 6.6% | 36.6% | 29% |
| Homebuilder | XHB | -6.6% | -2.4% | 26.8% | 19% |
| Retail | XRT | -7% | -3.8% | 19.6% | 16% |
PPIE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.7% | 3.47% | 15.7% | 24% |
| Natural Gas | UNG | -4.7% | 4% | -14.8% | 10% |
| Gold | GLD | 5.1% | 6.8% | -11.9% | -24% |
| Silver | SLV | 1% | 6% | 5.7% | -1% |
| Copper | CPER | 0.8% | 7.8% | -0.6% | 15% |
PPIE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.9% | 9.4% | 16.4% | 16% |
| iShares High Yield Corp. Bond | HYG | -1.3% | 4.3% | 11.1% | 5% |